Manage the end-to-end onboarding process for new retirement plan clients, including document review and coordination with internal and external stakeholders. Ensure plan provisions are accurately mapped and communicated while maintaining high-quality service standards throughout the implementation.
Support daily administrative functions of retirement plan operations, focusing on data entry and document preparation. Assist with participant loans, distributions, and new business onboarding activities.
Independently manage A-Z administration for a caseload of 401k and cross-tested plans, including compliance testing and year-end valuations. Handle the preparation and filing of regulatory forms and manage day-to-day client communications and workflow.
The role involves performing annual administration and compliance testing for qualified retirement plans, including ADP/ACP and Top Heavy testing. The administrator will also prepare Form 5500 filings and collaborate with internal consultants to ensure adherence to IRS and ERISA regulations.
Lead and coach a team of retirement plan administrators to ensure high-quality deliverables and regulatory compliance. Oversee qualified retirement plan administration, perform quality assurance reviews, and serve as the primary technical escalation point for clients.
Convert inbound interest into advisor relationships and new retirement plan opportunities. Manage the sales pipeline by qualifying leads and partnering with field sales teams to transition opportunities.
Manage a portfolio of 65-75 qualified retirement plans, handling full-cycle administration from compliance testing to government filings. Act as a trusted advisor to clients by providing guidance on operational matters and plan design enhancements.
Manage the processing of loans and distributions for retirement plans while ensuring accuracy and compliance. Coordinate with recordkeepers and participants to resolve issues and maintain up-to-date documentation.
Act as the primary point of contact for 3(16) fiduciary clients, managing delegated responsibilities such as contribution monitoring and participant notices. Partner with internal teams and sponsors to ensure ERISA compliance and accurate execution of fiduciary actions.
Manage all aspects of ERISA compliance for qualified retirement plans, focusing on Form 5500 filings and annual testing. Coordinate with plan sponsors and auditors to ensure adherence to DOL and IRS requirements.
Manage a portfolio of 65–75 qualified retirement plans from start to finish, including complex compliance testing and trust accounting. Provide leadership, oversight, and mentorship to a Retirement Plan Administrator to ensure quality and efficiency.
Lead the administration and strategic growth of a defined contribution retirement plan practice, overseeing operations and partner firm support. Manage high-level client and advisor relationships while building the necessary infrastructure and team to support long-term scalability.
Independently manage and administer a caseload of retirement plans while ensuring compliance with ERISA regulations. Perform complex tasks such as compliance testing, annual valuations, and the preparation of Form 5500s.
The Enrolled Actuary will deliver actuarial and consulting services, including compliance testing, government reporting, and plan design guidance. They will interpret valuation results and collaborate with internal teams to ensure accurate plan administration and strategic optimization.
The Enrolled Actuary will perform compliance testing and government reporting while providing guidance on plan design and contribution structures. They will also manage a caseload of Defined Benefit plans and maintain industry knowledge.
